Purchases and Sales Made in Q4 2021 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
6.01K+ 31.47% |
$435K - $467K
|
25.1K
$1.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.98K+ 1.43% |
$433K - $465K
|
424K
$30.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.92K+ 2.09% |
$428K - $460K
|
289K
$20.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.9K+ 191.74% |
$427K - $458K
|
8.97K
$649K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
5.87K+ 20.01% |
$424K - $456K
|
35.2K
$2.54M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.87K+ 2.15% |
$424K - $456K
|
279K
$20.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
5.78K+ 19.0% |
$418K - $450K
|
36.2K
$2.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.74K+ 10.77% |
$416K - $447K
|
59.1K
$4.27M
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
5.73K+ 3.95% |
$414K - $445K
|
151K
$10.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.68K+ 44.17% |
$411K - $442K
|
18.5K
$1.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
5.64K+ 9.66% |
$408K - $438K
|
64K
$4.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.6KNew |
$405K - $436K
|
5.6K
$405K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.51K+ 51.06% |
$399K - $428K
|
16.3K
$1.18M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.49K+ 3.38% |
$397K - $427K
|
168K
$12.1M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
5.45KNew |
$394K - $424K
|
5.45K
$394K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.36K+ 5.11% |
$388K - $417K
|
110K
$7.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.32K+ 3.19% |
$385K - $414K
|
172K
$12.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.31K+ 15.8% |
$384K - $413K
|
38.9K
$2.82M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.29K+ 4.07% |
$383K - $411K
|
135K
$9.79M
|
|
|
Mar 21, 2023
Q4 2021
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
5.2K+ 0.58% |
$376K - $404K
|
898K
$64.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5.19K+ 6.37% |
$375K - $403K
|
86.6K
$6.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
5.15KNew |
$373K - $400K
|
5.15K
$372K
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
5.13K+ 4.32% |
$371K - $399K
|
124K
$8.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.11K+ 2.12% |
$370K - $398K
|
246K
$17.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.04K+ 27.44% |
$364K - $392K
|
23.4K
$1.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.02K+ 2.69% |
$363K - $390K
|
192K
$13.9M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
4.91K+ 119.12% |
$355K - $382K
|
9.03K
$653K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.9KNew |
$355K - $381K
|
4.9K
$355K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.88KNew |
$353K - $379K
|
4.88K
$353K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.86K+ 49.88% |
$351K - $378K
|
14.6K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
4.85K+ 20.91% |
$351K - $377K
|
28K
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.83K+ 4.32% |
$350K - $376K
|
117K
$8.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.82K+ 4.49% |
$349K - $375K
|
112K
$8.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.79KNew |
$347K - $372K
|
4.79K
$346K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.76K+ 8.17% |
$344K - $370K
|
63K
$4.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.76K+ 22.46% |
$344K - $370K
|
25.9K
$1.87M
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
4.74K+ 1.68% |
$343K - $368K
|
287K
$20.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.73K+ 4.97% |
$343K - $368K
|
100K
$7.23M
|
|
|
Feb 11, 2022
Q4 2021
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
4.73K+ 1.75% |
$342K - $368K
|
275K
$19.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.72K+ 1.63% |
$342K - $367K
|
295K
$21.3M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.72KNew |
$341K - $367K
|
4.72K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.71K+ 6.86% |
$341K - $366K
|
73.3K
$5.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.67K+ 236.3% |
$338K - $363K
|
6.64K
$480K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
4.65K+ 1.77% |
$337K - $362K
|
267K
$19.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.65K+ 1.83% |
$336K - $361K
|
259K
$18.7M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.64K+ 258.62% |
$336K - $361K
|
6.43K
$465K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.63K+ 4.73% |
$335K - $360K
|
102K
$7.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.62K+ 17.96% |
$334K - $359K
|
30.3K
$2.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.57KNew |
$331K - $356K
|
4.57K
$331K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.56K+ 20.92% |
$330K - $355K
|
26.4K
$1.91M
|